Thomas
Haggerty

Parable Wealth Advisors

CRD#4230340
Investment Advisor
in Saint Augustine, FL

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About this Advisor

Thomas Haggerty is a chartered financial analyst who works in Saint Augustine, Florida who has 4 years of industry experience. Haggerty is an employee of Parable Wealth Advisors. Over the course of their career, Haggerty has held roles at Susquehanna Financial Group, Lllp, Five Factor Capital Advisers, Deutsche Bank, Retirement Strategies, Inc, Wealth Enhancement Group and Parable, LLC D/B/A Parable Wealth Advisors. Haggerty maintains a Series 63 license, designating them as a securities representative, and can serve investors in Florida. Parable Wealth Advisors is a financial advisory company with a branch in Saint Augustine, Florida.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

4 years

Office Location

770 A1A Beach Blvd Suite A
Saint Augustine, FL 32080

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Thomas Haggerty Work History

Thomas has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Parable, LLC D/B/A Parable Wealth Advisors

2018 - 2019 (1 year)

Wealth Enhancement Group

2014 - 2018 (4 years)

Retirement Strategies, Inc

2013 - 2013 (< 1 year)

Five Factor Capital Advisers

2013 - 2013 (< 1 year)

Deutsche Bank

2007 - 2013 (6 years)

Susquehanna Financial Group, Lllp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Haggerty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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